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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,746 | $102,422+3.2% | $147,117-28.1% | $80,959+30.6% |
| Participation rate | 91.9% | 75.9%+16.0pp | 82.2%+9.7pp | 67.7%+24.2pp |
| Annual return | 15.37% | 135.16%-119.8pp | 420.54%-405.2pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,848 | $3,717-50.3% | $4,932-62.5% | $2,757-33.0% |
| Participant deferral / active EE | $6,769 | $6,652+1.8% | $8,065-16.1% | $4,300+57.4% |
| Admin fee / account holder | $1,590 | $7,953-80.0% | $12,993-87.8% | $6,925-77.0% |